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The Mosaic Company

681 hedge funds and large institutions have $9.91B invested in The Mosaic Company in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 201 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 72

3% more funds holding

Funds holding: 659681 (+22)

2.23% more ownership

Funds ownership: 82.52%84.76% (+2.2%)

1% more capital invested

Capital invested by funds: $9.79B → $9.91B (+$124M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $291M | Put options by funds: $293M

28% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 280

Holders
681
Holders Change
+22
Holders Change %
+3.34%
% of All Funds
9.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
107
Increased
201
Reduced
280
Closed
72
Calls
$291M
Puts
$293M
Net Calls
-$1.66M
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
651
Sandy Spring Bank
Maryland
$1.58K
GI
652
Gradient Investments
Minnesota
$1.57K
AWM
653
Abound Wealth Management
Tennessee
$1.54K
MCM
654
Manchester Capital Management
Vermont
$1.5K +$1.48K +42 New
S
655
Sachetta
Massachusetts
$1.4K +$1.38K +39 New
BL
656
BFSG LLC
California
$1.38K +$1.38K +39 New
TCOV
657
Trust Company of Vermont
Vermont
$1.36K
SIS
658
Sound Income Strategies
Florida
$1.25K
PWMG
659
Prestige Wealth Management Group
New Jersey
$1.22K +$1.2K +34 New
PA
660
PSI Advisors
Florida
$1.19K +$35 +1 +3%
DPW
661
DiNuzzo Private Wealth
Pennsylvania
$1.14K +$1.13K +32 New
BBHC
662
Brown Brothers Harriman & Co
New York
$1.07K -$2.65K -75 -71%
RCM
663
Raleigh Capital Management
North Carolina
$1.07K +$1.06K +30 New
GWSA
664
Global Wealth Strategies & Associates
Colorado
$1.04K
DF
665
Dunhill Financial
United Kingdom
$1.01K +$989 +28 New
BPC
666
Banque Pictet & Cie
Switzerland
$1K -$1.05M -29,722 -100%
WIA
667
Wetzel Investment Advisors
Indiana
$1K +$1.02K +29 New
CWC
668
Carolinas Wealth Consulting
North Carolina
$786
FBC
669
Fairfield, Bush & Co
Connecticut
$748 +$742 +21 New
NFA
670
Northwest Financial Advisors
Virginia
$500 +$494 +14 New
TCWA
671
Turtle Creek Wealth Advisors
Texas
$500 +$494 +14 New
SPWM
672
Spartan Planning & Wealth Management
North Carolina
$429
TFM
673
TFC Financial Management
Massachusetts
$394 +$388 +11 New
TWD
674
True Wealth Design
Ohio
$358
WWM
675
Wolff Wiese Magana
California
$358